Workflow management using a to-do list

ABSTRACT

A workflow management apparatus including a workflow table in which tasks are associated with respective users and a task list that is a list of tasks corresponding to a user. The apparatus identifies the user in charge of a target task that is the target of processing in the workflow and determines whether or not the processing of the target task has been completed. If the apparatus has determined that the processing has not been completed, the apparatus determines whether or not the target task meets a predetermined condition. If the apparatus has determined that the predetermined condition is met, the target task is registered in the task list corresponding to the user in charge of the target task, and when the target task has been registered and is thus considered to have been processed, the apparatus advances to the processing of the next task in the workflow.

BACKGROUND OF THE INVENTION

1. Field of the Invention

The present invention relates to a workflow management apparatus,method, and storage medium storing a program for managing workoperations.

2. Description of the Related Art

Electronic documents have become the core of work operations, andsystems that can manage electronic documents and work operations inassociation with each other are becoming more and more necessary.Workflow management systems are widely used as such systems, processingdocuments according to a predefined flow of work operations called aworkflow. For example, with an approval system, a workflow such as“creation (general worker)→auditing (section head)→approval (divisionhead)” is created in advance, and payment slips, proposals, and so onare then processed in accordance with that workflow.

However, with such a workflow management system, detailed settingsregarding the flow are made in advance, and thus there is a problem inthat when the workflow is to be used in various departments, theworkflow cannot be adjusted to the work operations thereof and advancedin a flexible manner. For example, with a task in which a user A createsand delivers two documents, or documents A and B, if the document A hasalready been created but the document B has not been created yet, theworkflow cannot proceed, and there are cases where the work operationstherefore stop. Accordingly, issues arise with respect to theadvancement of work operations in cases where the flow cannot be setwith flexibility.

In order to address such problems, a system capable of dividing tasksinto completed tasks and incomplete tasks and then confirming the userof the next task only for completed tasks has been proposed, asdisclosed in Japanese Patent Laid-Open No. 10-63751.

However, in such a conventional workflow management system, it isnecessary to first sort out the individual operations that make upconventional work operations, such as the settlement of transportationcosts, the approval of specifications, and so on, and then design aworkflow that consolidates those individual operations into a singleflow. For this reason, it is necessary to design a workflow in advancefor each work operation. In addition, there is another problem in thatmanaging the system design, changes, and so on incurs costs.

Furthermore, it is necessary to operate a workflow engine to controlcomplex flows, which requires the system such as a PC to have highprocessing capabilities, thus leading to greater costs when constructingthe system. It has therefore been difficult to implement a workflowmanagement system that can execute work operations in a flexible manner.

The workflow management system disclosed in Japanese Patent Laid-OpenNo. 10-63751 is capable of dividing a single defined task into multipleoperations and confirming the person in charge of the next task only forthe completed operations among the multiple operations contained in thetask. However, because a single task within a workflow is divided intoindividual operations, the system ultimately cannot advance to the nextstep in the workflow until the incomplete operations have beencompleted.

Furthermore, when there is only a single operation, the task cannot bedivided, making it impossible to construct a flexible workflowmanagement system.

SUMMARY OF THE INVENTION

An aspect of the present invention is to eliminate the above-mentionedproblems with the conventional technology. The present inventionprovides a workflow management apparatus, method, and storage mediumstoring a program capable of advancing a workflow in a flexible manner.

The present invention in its first aspect provides a workflow managementapparatus that manages a workflow composed of one or more tasks, theapparatus comprising: a task list that is a list of tasks correspondingto a user; an identification unit configured to identify the user incharge of a target task that is the target of processing in theworkflow; a first determination unit configured to determine whether ornot the processing of the target task has been completed; a seconddetermination unit configured to, in the case where the result by thefirst determination unit indicates that the processing has not beencompleted, determine whether or not the target task meets apredetermined condition; a registration unit configured to, in the casewhere the result by the second determination unit indicates that thepredetermined condition is met, register the target task in the tasklist corresponding to the user in charge of the target task; and anadvancement control unit configured to, when the target task has beenregistered by the registration unit and is thus considered to have beenprocessed, advance to the processing of the next task in the workflow.

The present invention in its second aspect provides a workflowmanagement method executed in a workflow management apparatus thatmanages a workflow composed of one or more tasks and includes a tasklist that is a list of tasks corresponding to a user, the methodcomprising the steps of: identifying the user in charge of a target taskthat is the target of processing in the workflow; determining whether ornot the processing of the target task has been completed; determining,in the case where the result of the first determining step indicatesthat the processing has not been completed, whether or not the targettask meets a predetermined condition; registering, in the case where theresult of the second determining step indicates that the predeterminedcondition is met, the target task in the task list corresponding to theuser in charge of the target task; and advancing, when the target taskhas been registered by the registration and is thus considered to havebeen processed, to the processing of the next task in the workflow.

The present invention in its third aspect provides a computer-readablemedium in which is stored workflow management program for managing aworkflow composed of one or more tasks, the program causing a computerto: identify the user in charge of a target task that is the target ofprocessing in the workflow; determine whether or not the processing ofthe target task has been completed; determine, in the case where it hasbeen determined that the processing has not been completed, whether ornot the target task meets a predetermined condition; register, in thecase where it has been determined that the predetermined condition ismet, the target task in the task list corresponding to the user incharge of the target task; and advance, when the target task has beenregistered and is thus considered to have been processed, to theprocessing of the next task in the workflow.

According to the present invention, it is possible to advance a workflowin a flexible manner.

Further features of the present invention will become apparent from thefollowing description of exemplary embodiments with reference to theattached drawings.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a block diagram illustrating the configuration of a workflowmanagement system according to an embodiment.

FIG. 2A is a diagram illustrating an outline of a workflow managementsystem according to an embodiment.

FIG. 2B is another diagram illustrating an outline of a workflowmanagement system according to an embodiment.

FIG. 3 is a flowchart illustrating a procedure for a workflow creationprocess.

FIG. 4 is a diagram illustrating an example of a to-do list in thesystem.

FIG. 5 is a flowchart illustrating a procedure for a to-do list creationprocess.

FIG. 6 is a diagram illustrating an outline of workflow processing inthe system and the addition of a task to a to-do list in thatprocessing.

FIG. 7 is a flowchart illustrating a procedure for workflow processingand processing for adding a task to a to-do list in that processing.

FIG. 8 is a diagram illustrating an outline of a process for completinga task in a to-do list, a workflow being notified thereof, and adocument registration process according to an embodiment.

FIG. 9 is a flowchart illustrating a procedure for a process forcompleting a task in a to-do list, a workflow being notified thereof,and a document registration process.

FIG. 10 is a diagram illustrating an outline of workflow processing andthe addition of a task to a to-do list according to an embodiment.

FIG. 11 is a flowchart illustrating a procedure for workflow processingand processing for adding a workflow task to a to-do list.

FIG. 12 is a diagram illustrating client and server configurations.

DESCRIPTION OF THE EMBODIMENTS

Preferred embodiments of the present invention will now be describedhereinafter in detail, with reference to the accompanying drawings. Itis to be understood that the following embodiments are not intended tolimit the claims of the present invention, and that not all of thecombinations of the aspects that are described according to thefollowing embodiments are necessarily required with respect to the meansto solve the problems according to the present invention. Hereinafter,embodiments of the present invention shall be described in detail withreference to the drawings. Note that identical constituent elementsshall be given identical reference numerals, and descriptions thereofshall be omitted.

First Embodiment

A first embodiment of the present invention shall be describedhereinafter with reference to FIGS. 1 through 12.

<System Configuration>

FIG. 1 is a block diagram illustrating the configuration of a workflowmanagement system according to an embodiment. Client software 1000indicates client software for the workflow management system. Serversoftware 1100 indicates server software for the workflow managementsystem. The client software 1000 is software that runs on an OS in aclient computer (“client” hereinafter) configured of a CPU, RAM, ROM,HDD, and the like. Meanwhile, the server software 1100 is software thatruns on an OS in a server computer (“server” hereinafter) configured ofa CPU, RAM, ROM, HDD, and the like. However, in the present embodiment,the configuration may be such that the client software and the serversoftware are both installed in a single computer.

The system accepts user operations via a user interface 1001, andcommunicates those user operations to a command control unit 1002.

The command control unit 1002 uses a communication control unit 1003, ato-do list control unit 1004, and a workflow control unit 1005 to returnoperation results to the user interface 1001 in response to operationrequests made by the user.

The communication control unit 1003 communicates with the serversoftware 1100 based on commands from the command control unit 1002.

The workflow control unit 1005 controls workflows based on commands fromthe command control unit 1002. Here, users and those users' tasks aremanaged on a workflow-by-workflow basis, and the workflow managementsystem can carry out task management on a workflow-by-workflow basis.

The to-do list control unit 1004 controls a to-do list based on commandsfrom the command control unit 1002. A “to-do list” is a list created foreach user registered in the workflow management system. The workflowmanagement system can manage set tasks on a user-by-user basis. Inaddition to tasks transferred (transited) from workflows, tasks set by auser can also be registered in this to-do list.

In the present embodiment, tasks are set in the workflow and to-do listrespectively, as described above. In addition, in this workflowmanagement system, workflow tasks that fulfill certain conditions can betransferred as tasks of a user's to-do list.

As a result, in the present embodiment, a task defined by a workflow canalso be managed as a task of a user's to-do list. Then, when theprocessing of that task is completed, the to-do list control unit 1004notifies the workflow control unit 1005 thereof, upon which theprocessing of the workflow task is officially complete.

A communication control unit 1101 in the server software 1100communicates with the client software 1000 based on commands from adocument management control unit 1102.

In response operation requests from the client software 1000, thedocument management control unit 1102 returns operation results to theclient software 1000 via the communication control unit 1101 using adatabase control unit 1103.

The database control unit 1103 controls a document database 1104, aworkflow database 1105, and a to-do list database 1106 in response tocommands from the document management control unit 1102.

The document database 1104 stores document information, whereas theworkflow database 1105 stores workflow information. Furthermore, theto-do list database 1106 stores to-do list information, and a usermanagement database 1107 stores user information.

<Hardware Configuration>

FIG. 12 is a diagram illustrating the configuration of the client or theserver. In FIG. 12, 1200 is a CPU that performs overall control of theapparatus. The CPU 1200 executes application programs and an OS, as wellas an information processing program and so on according to the presentembodiment, that are stored in a hard disk (HD) 1205. In addition, theCPU 1200 controls information, files, and the like necessary for theexecution of programs to be temporarily stored in a RAM 1202.

Various types of data including programs such as a basic I/O program,font data and template data used when processing documents, and so on isstored within a ROM 1201. The RAM 1202 functions as the main memory, aworking area, and so on for the CPU 1200.

Programs and the like stored in an FD (floppy disk) 1204 serving as astorage medium are loaded into the computer via an FD drive 1203.

The floppy disk (FD) 1204 serving as a storage medium is a storagemedium in which are stored computer-readable programs. Note that thestorage medium is not limited to an FD, and a CD-ROM, CD-R, CD-RW, PCcard, DVD, smart memory card, MO, Memory Stick, or the like may be used.

The hard disk (HD) 1205 serving as a high-capacity memory storesapplication programs, printer driver programs, the OS, informationprocessing programs, and other related programs.

A keyboard 1206 is used by a user when inputting instructions to thecomputer, such as device control commands and the like.

A display 1207 displays commands inputted through the keyboard 1206,printer statuses, and so on.

Data is exchanged within the computer via a system bus 1208.

The computer can also perform data communication with an external devicevia an interface 1209.

Note that the aforementioned computer configuration is merely exemplary,and the configuration is not limited to the exemplary configuration ofFIG. 12. For example, the storage locations of data, programs, and so onmay be varied between the ROM, RAM, HD, and so on depending on thecharacteristics thereof.

The workflow management system of the present embodiment may beconfigured so as to include a separate client and server, or, asdescribed above, may be configured so that both the client software andthe server software illustrated in FIG. 1 are installed in a singlecomputer.

<Workflow Creation>

Next, the creation of a workflow according to the present embodimentshall be described.

First, a user logs in to the workflow management system via the clientsoftware 1000, and creates a workflow by specifying an arbitrary userand a task to be performed by the user.

FIGS. 2A and 2B are diagrams illustrating an outline of the workflowmanagement system according to the present embodiment. FIG. 3,meanwhile, is a flowchart illustrating a procedure for the workflowcreation process. Hereinafter, detailed descriptions shall be given withreference to FIGS. 2A, 2B, and 3.

FIG. 2A is a diagram illustrating an outline of the workflow managementsystem, while FIG. 2B is a diagram illustrating a workflow 100 (workflowtable) serving as an example of a workflow in which tasks are specified.

First, in step S100 of FIG. 3, the client accepts information of theusers in charge of the tasks inputted via the user interface 1001 inorder to create the workflow 100. After this, the users are identifiedby obtaining user information from the user management database 1107 ofthe server via the database control unit 1103. The “user information”here includes a user ID, username, department, position, and so on.

Next, in step S101, task information inputted via the user interface1001 is obtained. The “task information” here includes the content ofthe task, the target document, the deadline, a comparison template, andso on. In the workflow 100, this task information is associated with auser.

The “comparison template” refers to a document used for comparison inwhich entries are made only for areas within a document that require anentry to be made. For example, the comparison template may be a documentin which an entry has been made only in an estimate amount field, andmay then be used in an estimate request task whereby the task meets theconditions for being a task if only an estimate amount has been enteredas a temporary document.

In step S102, the user information and task information obtained insteps S100 and S101 are registered as a workflow.

In step S103, it is determined whether or not a comparison template tobe added is present in a task registered in step S102. If it has beendetermined that there is a comparison template to be added, theprocedure advances to step S104. However, if it has been determined thatthere is not a comparison template to be added, the procedure advancesto step S105.

In step S104, a comparison template 101 is registered in a registeredtask.

In step S105, it is determined whether or not a task to be added ispresent. Here, if it is determined that there is a task to be added,steps S100 through S104 are repeated, thereby obtaining user informationand task information, adding that information to the flow, and creatingthe workflow. However, if it is determined that there is no task to beadded, the processing ends.

In summary, the workflow 100 illustrated in FIGS. 2A and 2B is createdthrough the processing illustrated in FIG. 3, and the workflow 100 isthen stored in, for example, the workflow database 1105 in the server.

<To-Do List Creation>

Next, the creation of a to-do list according to the present embodimentshall be described.

First, a user logs in to the workflow management system via the clientsoftware 1000, and creates a to-do list by specifying an arbitrary userand a task to be performed by the user.

FIG. 4 is a diagram illustrating an example of a to-do list (a tasklist) in the system. Meanwhile, FIG. 5 is a flowchart illustrating aprocedure for a to-do list creation process. Hereinafter, detaileddescriptions shall be given with reference to FIGS. 4 and 5.

In order to create a to-do list 200 as shown in FIG. 4, first, in stepS200, a to-do list creation window is displayed. Information received atthis time from a user is user information and task information.

In step S201, the client accepts information of a user inputted via theuser interface 1001, and obtains user information from the usermanagement database 1107 of the server via the database control unit1103. Here, the “user information” includes a user ID, username,department, position, and so on.

In step S202, task information inputted via the user interface 1001 isobtained. The “task information” here includes the content of the task,the target user, the target document, the deadline, comments, a workflowlink, and so on. A “workflow link” is information linking the taskregistered in the to-do list with a workflow. For example, in FIG. 4, atask “create specification A” in the to-do list is indicated as being atask D in a workflow (WF-B). Workflow links are not registered by a userbased on task information, but are instead set when tasks in a workfloware transferred to tasks of users in to-do lists, as shall be describedlater.

In step S203, the information obtained in steps S201 and S202 isregistered in the to-do list of the corresponding user as a task. FIG. 4illustrates, for example, a to-do list 200 of a user B.

In step S204, it is determined whether or not a task to be added ispresent. Here, if it is determined that there is a task to be added,steps S200 through S203 are repeated, thereby obtaining user informationand task information and adding a task. However, if it is determinedthat there is no task to be added, the processing ends.

<Workflow Processing>

Hereinafter, the workflow processing performed by the workflowmanagement system according to the present embodiment shall bedescribed.

First, a user logs in to the system via the client software 1000 andprocesses the tasks defined by the workflow. In the present embodiment,when processing a task, unprocessed tasks are added to a to-do list,thereby completing the tasks of the workflow; the workflow beingcomplete, the next flow is proceeded to.

FIG. 6 is a diagram illustrating an outline of workflow processing inthe system and the addition of a task to a to-do list in thatprocessing. Meanwhile, FIG. 7 is a flowchart illustrating a procedurefor workflow processing and processing for adding a task to a to-do listin that processing. Hereinafter, detailed descriptions shall be givenwith reference to FIGS. 6 and 7.

In step S300 shown in FIG. 7, the current target workflow 100 (alsocalled “WF-A” hereinafter) is displayed.

In step S301, if there is a target task to be processed by thecorresponding user, that task is displayed. For example, if a user B hasselected the workflow 100, a task B, which is a task to be performed bythe user B, is displayed.

In step S302, the user interface 1001, which has accepted the processingresult of the workflow task performed by the user, transmits thatprocessing result to the command control unit 1002. Because this is aprocess for a task in a workflow, that process is transmitted from thecommand control unit 1002 to the workflow control unit 1005.

For example, as indicated in the workflow 100 shown in FIG. 6, the userB's tasks are registering documents B and C, and thus the registrationof the documents B and C are carried out. However, as shown in FIG. 6,the document B has already been processed, whereas the document C hasnot yet been processed. If, as shown here, the user B has not yetcompleted the registration of the document C, the system accepts, fromthe user, a to-do list transfer operation.

Although two tasks, or the registration of the document B and theregistration of the document C, are denoted in FIG. 6, the systemaccepts a to-do list transfer operation from the user even in the casewhere there is only a single task and that task has not yet beenprocessed.

In step S303, it is determined whether or not there is a task to add tothe to-do list based on the results of the process in step S302. A “taskto be added to the to-do list” refers to, as described above, anincomplete task that has not yet been processed. Here, if it has beendetermined that there is a task to be added to the to-do list, theprocedure advances to step S304, whereas if it has been determined thatthere is no task to be added, the procedure advances to step S310.

In step S304, information of the task to be added to the to-do list isobtained. The “information of the task to be added to the to-do list”is, for example, information regarding the registration of the documentC, as shown in FIG. 6.

A case can also be considered where a task is added to the to-do list asa task of a user other than the user that carried out the to-do listtransfer operation. A user may be specified in the process fortransferring tasks to the to-do list in such a case as well, in order tomake it possible to specify which user's to-do list the task is to beadded to.

In step S305, it is determined whether or not a comparison template isdefined for the task corresponding to the information obtained in stepS304. Here, if it is determined that a comparison template is defined,the procedure advances to step S306, whereas if it is determined that acomparison template is not defined, the procedure returns to step S303.

In step S306, the registered document in the target task is compared tothe comparison template 101 registered in the workflow database 1105.For example, a temporary document C that has been temporarily registeredin a task “document C registration” is compared with a comparisondocument 1 registered as a comparison template (the comparison template101 shown in FIG. 6).

In step S307, it is determined whether or not the result of thecomparison in step S306 meets a predetermined condition (a seconddetermination). Whether or not the result “meets a condition” refers to,for example, whether or not only the estimate amount is entered, in thesituation described above. Here, if it has been determined that theresult meets the condition, the procedure advances to step S308, whereasif it has been determined that the result does not meet the condition,the procedure returns to step S303.

In step S308, the target task is added to the to-do list 200 of thetarget user. For example, as shown in FIG. 6, the task “document Cregistration” is added to the to-do list 200 of the user B, and linkinformation “WF-A-Task B” for linking to that workflow is added to theworkflow link information field of the to-do list.

In step S309, the status of the task transferred to the to-do list 200of the target user in step S308 is changed to “complete”. For example,the status of the task “document C registration” in the workflow 100shown in FIG. 6 is changed to “complete”.

After step S309, the process once again returns to step S303. If it hasbeen determined in step S303 that there is no task to be added to thetasks of the to-do list from the workflow, it is determined in step S310whether or not all the tasks are complete. For example, if task B in theworkflow is currently being processed, it is determined whether or notboth the tasks “document B registration” and “document C registration”in the task B are complete. Here, if it has been determined that all thetasks are complete, the procedure advances to step S311, whereas if ithas been determined that not all the tasks are complete, the procedurereturns to step S303.

In step S311, advancement control is performed so as to advance to thenext flow in the workflow.

As described thus far, in the present embodiment, when a target task ofthe workflow is transferred to a task in the to-do list of a user, linkinformation linking that task to the target task in the workflow isincluded as an attribute of the task in the to-do list. As a result,which user's to-do list the task has been transferred to can bediscovered by searching based on the workflow task.

Note that in the present embodiment, a user can not only manage taskstransferred from a workflow through a to-do list, but can also use ato-do list to manage tasks for documents registered in the workflowmanagement system through a normal usage method.

<To-Do List Processing>

Hereinafter, the to-do list processing performed by the workflowmanagement system according to the present embodiment shall bedescribed.

First, a user logs in to the workflow management system via the clientsoftware 1000 and processes the tasks defined by the to-do list. Whenprocessing the tasks, a task completion notification and documentregistration process are carried out for completed tasks in the casewhere the original registration location of those tasks is the workflow.

FIG. 8 is a diagram illustrating an outline of a process for completinga task in a to-do list, a workflow being notified thereof, and adocument registration process. FIG. 9, meanwhile, is a flowchartillustrating a procedure for a process for completing a task in a to-dolist, a workflow being notified thereof, and a document registrationprocess. Hereinafter, detailed descriptions shall be given withreference to FIGS. 8 and 9.

First, in step S400 shown in FIG. 9, the client displays the to-do listof a user that has logged in to the workflow management system via theclient software 1000. To be more specific, the to-do list of the user Bshown in FIG. 8 is displayed.

In step S401, the information of a completed task, which is a task inthe to-do list that has been processed, is obtained.

In step S402, it is determined whether or not a workflow link is set forthe completed task obtained in step S401. If it is determined that aworkflow link is set, the procedure advances to step S403, where thedocument for which processing was completed in the target task isregistered in the target task of the workflow based on that link. Forexample, as shown in FIG. 8, the document C, whose creation wascompleted in the task “To-Do 3”, is registered in the task B of theworkflow 100 (WF-A) as a task “register document C”.

However, if it has been determined in step S402 that a workflow link isnot set, the procedure advances to step S406.

In step S404, a document temporarily registered prior to the documentregistered in step S403 is registered as a past version. In other words,the document C that has been processed by the user B is specified as aprocessed document in the workflow in place of the temporary document.

In step S405, the user in charge of the next task following the targettask is notified of the registration process performed on the targettask in step S403 (shown in FIG. 8). Here, the notification method maybe notification by e-mail, notification using a message in the workflowmanagement system, or the like.

In step S406, the target task in the to-do list is deleted from theto-do list. In other words, in FIG. 8, the to-do 3 task is displayed inthe to-do list 200, but this task is deleted after the processing ofstep S406.

As described thus far, in the present embodiment, a user referring to ato-do list and processing the tasks registered in that list makes itpossible to simultaneously advance a workflow in the workflow managementsystem. Accordingly, because the workflow management system is linkedwith the to-do list at the user level, tasks in a workflow of theworkflow management system can be managed with ease.

In addition, because it is not absolutely necessary for a user in aworkflow of the workflow management system to complete all of his or hertasks, the workflow can be advanced flexibly and quickly.

Second Embodiment

Next, a second embodiment shall be described with reference to FIGS. 10and 11.

The workflow management system according to the present secondembodiment differs from that of the first embodiment in that tasks aretransferred to the to-do list of the user through a user approvalprocess rather than a process that uses a comparison template.

<Workflow Processing>

First, a user logs in to the workflow management system via the clientsoftware 1000 and processes the tasks defined by a workflow. Whenprocessing these tasks, unprocessed tasks are added to the to-do list ofa user, thereby completing the tasks in terms of the workflow, andadvancing to the next workflow.

FIG. 10 is a diagram illustrating an outline of workflow processing andthe addition of a task to a to-do list according to an embodiment. FIG.11, meanwhile, is a flowchart illustrating a procedure for workflowprocessing and processing for adding a workflow task to a to-do list.Hereinafter, detailed descriptions shall be given with reference toFIGS. 10 and 11.

First, in step S500 shown in FIG. 11, the target workflow is displayed.At this time, a workflow selected by the user from a workflow list isdisplayed. Here, for example, the workflow 100 (WF-A) is selected anddisplayed.

In step S501, if there is a target task that is to be processed by theuser, that task is displayed. For example, if a user B has selected theworkflow 100 (WF-A), and a task B is present as a task of the user B,the task B is displayed.

In step S502, the user interface 1001, which has accepted the processingresult of the workflow task from the user, transmits that processingresult to the command control unit 1002. Because this is a process for atask in a workflow, that process is transmitted from the command controlunit 1002 to the workflow control unit 1005.

For example, as shown in FIG. 10, the tasks of the user B are “documentB registration” and “document C registration”, and therefore the user Bregisters the documents B and C. At this time, the user B has not yetcompleted the processing for the registration of the document C, andtherefore the system accepts a to-do list addition operation.

In step S503, it is determined whether or not there is a task to beadded to the to-do list. Here, if it has been determined that there is atask to be added to the to-do list, the procedure advances to step S504,whereas if it has been determined that there is no task to be added, theprocedure advances to step S509.

In step S504, information of the task to be added to the to-do list isobtained. A “task to be added to the to-do list” is, to rephrase, anunprocessed task. The “document C registration” shown in FIG. 10 is anexample of such an unprocessed task.

In step S505, an approval request for the task accepted in step S504 isissued to the user in charge of the next task in the workflow. Whenissuing the approval request, information of that task and atemporarily-registered document are sent to the user to whom theapproval request is issued.

In step S506, it is determined whether or not the task has been approvedby the user in charge of the next task. Here, if it has been determinedthat the task has been approved, the procedure advances to step S507.However, if it has been determined that the task has not been approved,the procedure returns to step S503.

In step S507, the target task is added to the to-do list of the targetuser. For example, the task “document C registration” is added to theto-do list of the user B, and “WF-A-Task B” is added to the workflowlink field in the to-do list as link information.

In step S508, the status of the workflow task corresponding to the tasktransferred to the to-do list of the target user in step S507 is changedto “complete”.

After the processing in step S508, the procedure returns once again tostep S503, and if there is no task to be added from the workflow to theto-do list, it is confirmed in step S509 that all the tasks have beencompleted.

For example, if task B in the workflow is currently being processed, itis determined whether or not both the task “document B registration” andthe task “document C registration” in the task B are complete.

If it has been determined in step S509 that all the tasks are complete,the procedure advances to step S510, whereas if it has been determinedthat not all the tasks are complete, the procedure returns to step S503.

In step S510, the next flow in the workflow is advanced to.

As described thus far, in the present embodiment, the user in charge ofthe next task in the workflow is requested to approve a task in the casewhere a comparison template, as shown in FIGS. 2A and 2B, was notregistered when the workflow was set. When approval has been obtained asa result, the workflow task is transferred to the to-do list of theuser, thereby making it possible to advance the workflow.

Other Embodiments

Aspects of the present invention can also be realized by a computer of asystem or apparatus (or devices such as a CPU or MPU) that reads out andexecutes a program recorded on a memory device to perform the functionsof the above-described embodiments, and by a method, the steps of whichare performed by a computer of a system or apparatus by, for example,reading out and executing a program recorded on a memory device toperform the functions of the above-described embodiments. For thispurpose, the program is provided to the computer for example via anetwork or from a recording medium of various types serving as thememory device (e.g., computer-readable medium).

While the present invention has been described with reference toexemplary embodiments, it is to be understood that the invention is notlimited to the disclosed exemplary embodiments. The scope of thefollowing claims is to be accorded the broadest interpretation so as toencompass all such modifications and equivalent structures andfunctions.

This application claims the benefit of Japanese Patent Application No.2009-010405, filed Jan. 20, 2009, which is hereby incorporated byreference herein in its entirety.

What is claimed is:
 1. A workflow management apparatus having at leastone processor that manages a workflow composed of one or moreworkflow-tasks for processing documents, the apparatus comprising: ato-do list creation unit configured to create a to-do list correspondingto each user, wherein the to-do list is composed of at least oneto-do-task, and wherein a task which is created based on informationinput via a user interface is able to be registered as the to-do taskinto the to-do list; a first determination unit configured to determinewhether or not there is a current workflow-task to be added to the to-dolist; a second determination unit configured to, in a case where thefirst determination unit determines that there is the currentworkflow-task to be added to the to-do list and a temporary document isregistered for the current workflow-task, determine whether or not theregistered temporary document meets a predetermined condition; aregistration unit configured to, in a case where the seconddetermination unit determines that the registered temporary documentmeets the predetermined condition, register the current workflow-task asthe to-do task into the to-do list of a user corresponding to thecurrent workflow-task, wherein the to-do list includes both the taskcreated based on the information input via the user interface and thecurrent workflow-task registered by the registration unit; anadvancement control unit configured to, in a case where the currentworkflow-task has been registered into the to-do list by theregistration unit, advance to a processing of a next workflow-task inthe workflow even if the current workflow-task has not yet beenprocessed; a third determination unit configured to, in a case where aprocessing of the to-do task registered in the to-do list is completedby a user, determine whether or not the completed to-do task is theworkflow-task registered by the registration unit; a notification unitconfigured to notify a user corresponding to the next workflow-task inthe workflow of the completion, in a case where the third determinationunit determines that the completed to-do task is the workflow-taskregistered by the registration unit; and a second registration unitconfigured to, in a case where a processing of the to-do task for thetemporary document is completed by the user, register a document forwhich the processing was completed in place of the temporary document inthe current workflow.
 2. The workflow management apparatus according toclaim 1, wherein the current workflow-task registered as the to-do taskinto the to-do list by the registration unit is associated with theworkflow corresponding to the current workflow-task.
 3. The workflowmanagement apparatus according to claim 1, further comprising a workflowtable in which the one or more workflow-tasks are associated withrespective users.
 4. A workflow management method executed in a workflowmanagement apparatus having at least one processor that manages aworkflow composed of one or more workflow-tasks for processing documentsand includes a to-do list creation unit configured to create a to-dolist corresponding to each user, wherein the to-do list is composed ofat least one to-do-task, and wherein a task which is created based oninformation input via a user interface is able to be registered as theto-do task into the to-do list, the method comprising the steps of:determining whether or not there is a current workflow-task to be addedto the to-do list; determining, in a case where the first determiningstep determines that there is the current workflow-task to be added tothe to-do list and a temporary document is registered for the currentworkflow-task, whether or not the registered temporary document meets apredetermined condition; registering, in a case where the seconddetermining step determines that the registered temporary document meetsthe predetermined condition, the current workflow-task as the to-do taskinto the to-do list of a user corresponding to the currentworkflow-task, wherein the to-do list includes both the task createdbased on the information input via the user interface and the currentworkflow-task that has been registered; advancing, in a case where thecurrent workflow-task has been registered into the to-do list, to aprocessing of a next workflow-task in the workflow even if the currentworkflow-task has not yet been processed; determining, in a case where aprocessing of the to-do task registered in the to-do list is completedby a user, whether or not the completed to-do task is the workflow-taskregistered in the registering step; notifying a user corresponding tothe next workflow-task in the workflow of the completion, in a casewhere it is determined that the completed to-do task is theworkflow-task registered in the registering step; and registering, in acase where a processing of the to-do task for the temporary document iscompleted by the user, a document for which the processing was completedin place of the temporary document in the current workflow.
 5. Anon-transitory computer-readable storage medium in which is storedworkflow management program for a workflow management apparatus havingat least one processor that manages a workflow composed of one or moreworkflow-tasks for processing documents, wherein the workflow managementapparatus includes a to-do list creation unit configured to create ato-do list corresponding to each user, wherein the to-do list iscomposed of at least one to-do-task, and wherein a task which is createdbased on information input via a user interface is able to be registeredas the to-do task into the to-do list, the program causing a computerto: determine whether or not there is a current workflow-task to beadded to the to-do list; determine, in a case where it has beendetermined that there is the current workflow-task to be added to theto-do list and a temporary document is registered for the currentworkflow-task, whether or not the registered temporary document meets apredetermined condition; register, in a case where it has beendetermined that the registered temporary document meets thepredetermined condition, the current workflow-task as the to-do taskinto the to-do list of a user corresponding to the currentworkflow-task, wherein the to-do list includes both the task createdbased on the information input via the user interface and the currentworkflow-task that has been registered; advance, in a case where thecurrent workflow-task has been registered into the to-do list, to aprocessing of a next workflow-task in the workflow even if the currentworkflow-task has not yet been processed; determine, in a case where aprocessing of the to-do task registered in the to-do list is completedby a user, whether or not the completed to-do task is the registeredworkflow-task; notify a user corresponding to the next workflow-task inthe workflow of the completion, in a case where it is determined thatthe completed to-do task is the registered workflow-task; and register,in a case where a processing of the to-do task for the temporarydocument is completed by the user, a document for which the processingwas completed in place of the temporary document in the currentworkflow.